Cost segregation study records Workbooks

Tie the proposed study or delivered report to the property basis, prior asset schedules and filing responsibilities. Track the report, correction work and return implementation as separate deliverables.

• Cost segregation quote scope comparison Workbook

  Property scope, Included work, Separate fees

• Cost segregation square footage support Workbook

  Measurement source, Areas included, Quote calculation

• Cost segregation study basis bridge Workbook

  Purchase basis, Land allocation, Study basis

• Cost segregation existing asset schedule review Workbook

  Prior asset entry, Accumulated depreciation, Study treatment question

• Cost segregation improvement phase index Workbook

  Project phase, Invoice set, Service date evidence

• Cost segregation site inspection packet Workbook

  Site plans, Photo inventory, Inspection questions

• Cost segregation construction invoice index Workbook

  Contractor invoice, Component description, Assigned cost

• Cost segregation allocation reconciliation Workbook

  Report component, Ledger amount, Unreconciled difference

• Cost segregation tax class review packet Workbook

  Report classification, Source explanation, Reviewer question

• Cost segregation depreciable basis exclusions Workbook

  Excluded cost, Supporting reason, Reviewer confirmation

• Cost segregation duplicate asset check Workbook

  Existing asset, Study asset, Removal entry

• Cost segregation Form 3115 scope handoff Workbook

  Prior method history, Correction work scope, Filing responsibility

• Cost segregation return implementation tracker Workbook

  Report delivery, Asset import, Return reviewer

• Cost segregation state adjustment handoff Workbook

  Affected state, Federal treatment, State review assignment

• Cost segregation report quality checklist Workbook

  Method explanation, Supporting evidence, Reconciliation status

• Cost segregation usable deduction review Workbook

  Projected deduction, Limitation workpaper, Usability assumption

• Cost segregation holding period packet Workbook

  Expected sale timing, Current basis, Exit modeling request

• Cost segregation audit support scope Workbook

  Covered questions, Support period, Extra fee terms

• Cost segregation study revision log Workbook

  Original report item, Revision explanation, Updated schedules

• Cost segregation final delivery acceptance Workbook

  Report completeness, Open questions, Acceptance date

Browse all workbook topics · Review AE’s service scope